Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47422.02 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46027.04 Kr¶
PnL: ---------------------------------------> -861.53 Kr¶
DD now: ---------------------------------> -2.484 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 13:48:23.753832'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 4.320000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | 15.620000 | 799.600000 | 126.600000 | 18.810000 | 673.000000 |
| SAAB B | 8 | 1.060000 | 3444.000000 | 67.000000 | 1.980000 | 3377.000000 |
| Intrum | 4 | 6.980000 | 567.200000 | 40.200000 | 7.630000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.790000 | 395.100000 | 40.100000 | 11.300000 | 355.000000 |
| MedCap | 2 | -0.870000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| Boozt | 12 | 1.150000 | 1687.200000 | 33.200000 | 2.010000 | 1653.999996 |
| Corem Property Group B | 59 | -1.630000 | 607.110000 | 30.110000 | 5.220000 | 576.999999 |
| AcadeMedia | 12 | -1.190000 | 578.640000 | 21.640000 | 3.890000 | 557.000004 |
| Resurs Holding | 22 | -1.320000 | 594.000000 | 20.000000 | 3.480000 | 573.999998 |
| Swedbank A | 3 | -0.620000 | 576.150000 | 12.150000 | 2.150000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| Securitas B | 6 | 0.190000 | 579.840000 | 9.840000 | 1.730000 | 570.000000 |
| Eastnine | 4 | -0.320000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| OEM International B | 7 | -0.260000 | 536.200000 | 8.200000 | 1.550000 | 527.999997 |
| Nordea Bank Abp | 29 | -0.280000 | 3459.120000 | 5.120000 | 0.150000 | 3453.999992 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Norva24 Group | 16 | 0.060000 | 546.560000 | 3.560000 | 0.660000 | 543.000000 |
| Creaspac SPAC | 6 | 0.520000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.000000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| CTEK | 13 | 0.000000 | 529.100000 | -4.900000 | -0.920000 | 533.999999 |
| Handelsbanken A | 5 | -0.280000 | 538.250000 | -7.750000 | -1.420000 | 546.000000 |
| Midsona B | 63 | 0.220000 | 562.590000 | -20.410000 | -3.500000 | 582.999984 |
| Essity B | 2 | -3.180000 | 541.400000 | -32.600000 | -5.680000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.630000 | 549.000000 | -45.570000 | -7.660000 | 594.565215 |
| Essity A | 4 | -2.860000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Vivesto | 1368 | 2.050000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.010000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Beijer Electronics Group | 26 | -8.440000 | 2875.600000 | -95.400000 | -3.210000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.580000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| OX2 | 18 | 1.350000 | 1422.000000 | -242.000000 | -14.540000 | 1663.999992 |
| Axfood | 13 | -2.840000 | 3474.900000 | -281.100000 | -7.480000 | 3756.000001 |
| Ovzon | 52 | -0.560000 | 2745.600000 | -616.400000 | -18.330000 | 3361.999992 |
| TOTAL | 46027.040000 | -861.530000 | -2.4838% | 46888.564618 |
Updated:¶
'2023-01-26 13:48:36.849780'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
